Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-50- 0.7% |
$11.3K - $13.6K
|
7.14K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.3K- 46.43% |
$294K - $353K
|
1.5K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16+ 1.13% |
$3.61K - $4.34K
|
1.43K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
47+ 2.92% |
$10.6K - $12.7K
|
1.66K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2+ 0.12% |
$452 - $542
|
1.64K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-397- 7.85% |
$89.7K - $108K
|
4.66K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
37+ 4.87% |
$8.36K - $10K
|
796
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
14.3K+ 4.68% |
$3.23M - $3.88M
|
320K
$92.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-204- 3.22% |
$46.1K - $55.3K
|
6.13K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.85K+ 20.25% |
$417K - $500K
|
11K
$3.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-61- 3.23% |
$13.8K - $16.5K
|
1.83K
$527K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6New |
$1.36K - $1.63K
|
6
$1.73K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
47+ 3.98% |
$10.6K - $12.7K
|
1.23K
$354K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
48+ 3.8% |
$10.8K - $13K
|
1.31K
$378K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16- 1.1% |
$3.61K - $4.34K
|
1.43K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.38% |
$226 - $271
|
43
$12.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-532- 0.9% |
$120K - $144K
|
58.7K
$16.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.43% |
$226 - $271
|
231
$66.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 1.36% |
$3.16K - $3.8K
|
1.05K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-917- 3.95% |
$207K - $249K
|
22.3K
$6.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9.16K+ 4.85% |
$2.07M - $2.48M
|
198K
$57.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
516+ 3.79% |
$117K - $140K
|
14.1K
$4.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.1K+ 1202.15% |
$4.3M - $5.17M
|
20.6K
$5.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.09K- 3.69% |
$923K - $1.11M
|
107K
$30.7M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-73- 1.28% |
$16.5K - $19.8K
|
5.63K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-259- 0.26% |
$58.5K - $70.2K
|
101K
$29M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.5K+ 46.38% |
$565K - $678K
|
7.9K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-75- 3.33% |
$16.9K - $20.3K
|
2.18K
$628K
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
933New |
$211K - $253K
|
933
$269K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 0.85% |
$63.5K - $76.2K
|
32.7K
$9.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
180+ 8.76% |
$40.7K - $48.8K
|
2.24K
$644K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.59% |
$8.36K - $10K
|
6.25K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.53K- 7.81% |
$572K - $687K
|
29.9K
$8.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.94K+ 5.91% |
$438K - $525K
|
34.7K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-41- 2.31% |
$9.26K - $11.1K
|
1.73K
$500K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-920- 27.89% |
$208K - $249K
|
2.38K
$686K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-694- 12.18% |
$157K - $188K
|
5K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-66- 1.16% |
$14.9K - $17.9K
|
5.65K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-68- 3.85% |
$15.4K - $18.4K
|
1.7K
$489K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
381+ 10.32% |
$86.1K - $103K
|
4.07K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.4KNew |
$769K - $923K
|
3.4K
$981K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8.27K- 74.46% |
$1.87M - $2.24M
|
2.84K
$818K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
129+ 9.38% |
$29.1K - $35K
|
1.5K
$434K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-380- 2.59% |
$85.8K - $103K
|
14.3K
$4.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9+ 5.33% |
$2.03K - $2.44K
|
178
$51.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.2K+ 11.52% |
$272K - $326K
|
11.6K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$1.13K - $1.36K
|
4.44K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
711+ 58.71% |
$161K - $193K
|
1.92K
$554K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
337+ 1.79% |
$76.1K - $91.4K
|
19.2K
$5.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-284- 2.36% |
$64.2K - $77K
|
11.7K
$3.38M
|